"The best tool I’ve ever seen to enhance communication with clients."
--EVP Wealth Management Firm
"I just finished my first meeting with Asset-Map and I'm simply blown away."
-25-year Investment Professional
"We can’t explain it, our clients love Asset-Map!"
-30-year MDRT Financial Professional
Asset-Map is a visual representation of a household’s current members and financial instruments including Assets, Liabilities, Income Sources and the Insurance policies that exist today. It is essential that advisors comprehend the household big picture to promote suitable and proactive guidance.
What are the financial instruments and decisions that a household's peers are making? What instruments and strategies are potentially missing from any Asset-Map? Apply a demographic based stencil (i.e. Boomer, Millennial) or build your own to overlay impactful discussion points in every meeting.
How funded is the household for the goals they care about and the calamities they wish to avoid? What action can we take right now with the resources we have available to be better funded? Answer these questions and many more using robust needs calculators that engage everyone in the conversation quickly.
Financial services is complex and confusing already. Households need to simplify their lives by organizing the important people and the financial decisions they control in order to start an effective conversation.
Something unique occurs when we visualize a household’s financial facts in a simple-rich interactive graphic. The facts seem to tell a story.
Advisors do best when they have all the relevant information. When there is an open and educating discussion, all parties are better served.
Determining a household’s priorities and their progress toward financial ideals doesn’t have to be 40 pages - one page will do just fine.
The expectation for providing proactive guidance by professionals is actionable unlike ever before with Asset-Map. Advisors regain permission to bring ideas to the table just because it’s easy and obvious with Asset-Map.
Most professionals meet their clients periodically in-person. Asset-Map is designed to keep the meeting agenda to merely the facts of the current household condition. By enabling all parties in a conversation to mark-up paper-based asset-map visualizations of the facts, an entirely new level of engagement and ownership emerges. Everyone is finally “on the same page… literally”.
Large media displays and mobile computing is impacting the conversation by allowing both an interactive live experience between customers and their advisors. Asset-Map was designed to create the most important household financial information on a single interactive screen.
Remote screen viewing technology has evolved to allow people to see and talk virtually anywhere there is internet access. This creates an incredible opportunity to quickly connect and educate parties to financial guidance on what matters to the financial condition today. Asset-Map was built to create the singular user experience in a remote environment enabling better use of everyone’s time in interactions.